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Investments


The advisors at Southern Financial Group can provide investment services with different fee arrangements.  This allows our customers the freedom of choice on how their fees are charged.  Some clients wish to have more involvement with the investment decision process.  But no matter which arrangement you choose, you are provided with trusted advisors to assist you through the whole planning process and the development of the investment objectives to reach your financial goals.

We develop many portfolios using a combination of stocks, bonds, mutual funds, exchange traded funds and alternative investments personalized to each client.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are: not deposits, not insured by FDIC or any other governmental agency, not guaranteed by Southern Michigan Bank & Trust, are subject to risk, and may lose value. Southern Michigan Bank & Trust and the Southern Financial Group are independent of Raymond James.

Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  To view Raymond Jamesí corporate Privacy Notice, click here.